TrueWealth LLC’s BWX Technologies BWXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $5K | Hold |
86
| – | – | ﹤0.01% | 557 |
|
|
2020
Q1 | $4K | Sell |
86
-200
| -70% | -$9.3K | ﹤0.01% | 571 |
|
|
2019
Q4 | $18K | Hold |
286
| – | – | 0.01% | 386 |
|
|
2019
Q3 | $16K | Hold |
286
| – | – | 0.01% | 398 |
|
|
2019
Q2 | $15K | Buy |
286
+200
| +233% | +$10.5K | 0.01% | 408 |
|
|
2019
Q1 | $4K | Hold |
86
| – | – | ﹤0.01% | 593 |
|
|
2018
Q4 | $3K | Hold |
86
| – | – | ﹤0.01% | 609 |
|
|
2018
Q3 | $5K | Hold |
86
| – | – | ﹤0.01% | 608 |
|
|
2018
Q2 | $5K | Hold |
86
| – | – | ﹤0.01% | 604 |
|
|
2018
Q1 | $5K | Hold |
86
| – | – | ﹤0.01% | 572 |
|
|
2017
Q4 | $5K | Buy |
+86
| New | +$5K | ﹤0.01% | 649 |
|